Banks, asset managers, payments networks, insurers, fintech, crypto-linked companies, and the capital markets around them.
A June note from Morgan Stanley keeps UnitedHealth Group in focus, citing improving conditions across the health-insurance landscape. The call comes as broader Wall Street sentiment on UNH remains constructive.
THE APEX TIMES
THE APEX TIMES
A new note from Morgan Stanley points to tighter liquefied natural gas fundamentals, citing hotter-than-usual conditions in Asia and renewed buying in Europe, which together could push LNG prices toward levels not seen in more than three years.
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As cryptocurrency trading cools and regulatory uncertainty lingers, Wall Street appears to be revisiting its bullish assumptions about Coinbase’s business outlook.
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The largest U.S. bank says it is experimenting with a tokenized deposit network alongside other major banks, combining blockchain-style settlement with “near-instant, 24/7” payment mechanics, while also exploring the role of quantum-focused AI.
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John D’Agostino, head of Coinbase institutional strategy, points to ongoing spot bitcoin ETF exposure and steady interest from large capital pools as bitcoin briefly fell near $60,000.
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Coinbase’s stock rose about 5.8% in the morning session on June 8, tracking a rebound in the broader crypto market as Bitcoin moved back above the $63,000 level after a steep prior-week selloff.
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Shares of Galaxy Digital rose about 22% on Saturday amid unconfirmed chatter about a potential additional tenant at its West Texas Helios data center campus, and following remarks from Morgan Stanley’s Stephen Byrd on CNBC about strong AI-related power and computing economics.
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Management at Mineralys Therapeutics (MLYS) is scheduled to discuss the company’s hypertension drug program during the Goldman Sachs 47th Annual Global Healthcare Conference in Miami, with a fireside chat set for June 9 at 2:40 p.m. ET.
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In a Bloomberg interview highlighted by TheStreet, Goldman Sachs equities strategist John Flood argued that recent market weakness is occurring against a backdrop of strong issuance, disciplined positioning, and retail demand that has not shown signs of breaking.
